+92.6%
UAL vs SUI
+115.7%
-23.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.5% | +3.5% | +2.8% |
| 7D | +8.2% | +6.2% | +1.9% | +5.0% |
| 30D | +2.3% | +8.6% | -6.3% | -2.3% |
| 3M | -12.7% | +1.0% | -13.7% | -13.5% |
| 6M | +12.7% | -2.6% | +15.3% | +13.1% |
| YTD | +0.8% | -0.1% | +1.0% | -0.2% |
| 1Y | +17.8% | +0.5% | +17.3% | +16.0% |
| 3Y | +206.7% | +15.3% | +191.4% | +172.0% |
| 5Y | +113.9% | -26.1% | +140.0% | +143.0% |
| All | +92.6% | +115.7% | -23.1% | +80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded SUI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling